Plan5500

Wood-Mizer Holdings Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wood-Mizer Holdings Inc (EIN 35-1295069) is a plan sponsor located in Indianapolis, IN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-1295069
Location
Indianapolis, IN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Wood-Mizer Holdings Inc

  • 3 loaded plans hold $142.1M in reported assets.
  • The largest, Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan, holds 81% of this company's reported plan assets.
  • Plans cover 1,834 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$138.5MSummed across loaded plans$138,453,637
Total reported assets$142.1M$142,055,383
Total reported participants1.8K1,834
Total reported liabilities$3.6M$3,601,746

Reported net position

Reported assets = net assets + liabilities (summed)$142.1M total assets
Net assets$138.5MLiabilities$3.6M
Contributions & income
Employer contributions$5.6M
Participant contributions$2.2M
Total income / additions$16.8M
Expenses & distributions
Benefits paid / distributions$13M
Total expenses$13.2M
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets81%Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan
Participants per plan611Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan$114.9M
    Plan #002 · 761 participants · 2023
  2. 2
    Wood-Mizer Products, Inc. 401k Plan$27.2M
    Plan #001 · 594 participants · 2023
  3. 3
    Employee Benefit Plan Of Wood-Mizer Holdings, Inc.not reported in the loaded dataset
    Plan #501 · 479 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Wood-Mizer Holdings Inc. Open one for its full reported snapshot.

  1. 2023
    Employee Benefit Plan Of Wood-Mizer Holdings, Inc.479 participants · 2No schedules
    View filing →
  2. 2023
    Wood-Mizer Products, Inc. 401k Plan594 participants · 2Sch HSch C
    View filing →
  3. 2023
    Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan761 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wood-Mizer Holdings Inc report on Form 5500?
Wood-Mizer Holdings Inc (EIN 35-1295069) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wood-Mizer Holdings Inc?
The Employer Identification Number (EIN) reported for Wood-Mizer Holdings Inc is 35-1295069.
What is the latest Form 5500 filing year for Wood-Mizer Holdings Inc?
The latest loaded Form 5500 filing year for Wood-Mizer Holdings Inc is 2023.

Related Form 5500 pages